Private Wealth Management Firm jobs in Passed CFA Level II

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Found 7 United States jobs

  • Assistant Portfolio Manager/Portfolio Manager

    • Canton, Massachusetts (US)
    • Salary and benefits - with additional opportunities for bonuses based upon goals met, etc.
    • Gray, Gray & Gray

    By integrating independent wealth management, accounting and tax planning services, we give our clients a complete financial understanding.

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    • 50 days ago
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  • Municipal Research Analyst

    • Boston, Massachusetts
    • Compensation will be competitive with the market
    • Appleton Partners

    Appleton Partners is seeking a Municipal Research Analyst to be an integral member of our Fixed Income Team.

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    • 9 days ago
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  • Equity Analyst - Private Wealth Management

    • Milwaukee, Wisconsin
    • Base + Annual Bonus
    • Baird

    Responsible for consulting on nearly $50B in individual stocks in Baird’s PWM system and providing guidance and support to Baird’s Financial Advisors.

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    • 10 days ago
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  • REGISTERED INVESTMENT ADVISOR

    • Mechanicsburg, Pennsylvania
    • Salary & bonus commensurate, medical insurance, 401(k), continuing education, vacation & holidays
    • MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY

    Prepare financial plans, meet clients to discuss financial plans, manage & monitor portfolios, make investment trades, open accounts, attract clients

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    • 14 days ago
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  • Portfolio Analyst

    • Boulder, Colorado
    • Salary range of $57,000 to $70,000 depending on experience
    • Harbor Wealth Management

    The role will be responsible for assisting the CIO in the overall portfolio selection, monitoring, research, and reporting functions that are required

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    • 14 days ago
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  • Investment Research Analyst

    • Chicago, Illinois
    • Competitive
    • Mesirow Financial - Chicago

    The Opportunity: Mesirow Financial is an independent, employee-owned firm founded in 1937. As specialists in investment, risk management and adviso...

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    • 5 days left
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  • Research Analyst

    • Asheville, North Carolina (US)
    • Salary commensurate with qualifications. Median salary is $65,000.
    • Parsec Financial

    The RA must be able to identify, select, and communicate relevant economic, market and security-specific research to aid in our investment process.

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    • 37 days ago
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